Baird Financial Group, Inc. Portfolio Holdings

Baird Financial Group, Inc.

  • $50 Billion
  • Q1 2025

Baird Financial Group, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $50 Billion distributed in 2973 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $2.13B, Microsoft Corp with a value of $2.06B, Jpmorgan Chase & CO with a value of $1.5B, Berkshire Hathaway Inc Class B with a value of $1.3B, and Alphabet Inc. with a value of $1B.

Examining the 13F form we can see an decrease of $391M in the current position value, from $50.4B to 50B.

Baird Financial Group, Inc. is based out at Milwaukee, WI

Below you can find more details about Baird Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $50 Billion
ETFs: $14 Billion
Technology: $7.86 Billion
Financial Services: $7.45 Billion
Industrials: $4.97 Billion
Consumer Cyclical: $4.47 Billion
Healthcare: $3.89 Billion
Communication Services: $3.27 Billion
Consumer Defensive: $1.82 Billion
Other: $2.22 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.5B
$14.6 Million 0.03% of portfolio
98,515
Q1 2025 Added 1.45%
$73.8B
$15.4 Million 0.03% of portfolio
164,729
Q1 2025 Reduced 1.18%
$6.09B
$15.4 Million 0.03% of portfolio
333,749
Q1 2025 Added 0.51%
$52.5B
$12.6 Million 0.03% of portfolio
200,389
Q1 2025 Added 0.33%
$18.9B
$14.2 Million 0.03% of portfolio
491,402
Q1 2025 Added 1.07%
$99.3B
$14.1 Million 0.03% of portfolio
39,912
Q1 2025 Reduced 1.0%
$51.8B
$13.6 Million 0.03% of portfolio
94,622
Q1 2025 Added 0.8%
$17.6B
$15.5 Million 0.03% of portfolio
444,632
Q1 2025 Reduced 7.71%
$37.5B
$14.4 Million 0.03% of portfolio
193,444
Q1 2025 Reduced 1.84%
$8.43B
$12.7 Million 0.03% of portfolio
143,009
Q1 2025 Added 225.56%
$3.58B
$14.9 Million 0.03% of portfolio
154,674
Q1 2025 Added 2.09%
$8.63B
$13.4 Million 0.03% of portfolio
310,566
Q1 2025 Reduced 7.56%
$16B
$13.2 Million 0.03% of portfolio
28,931
Q1 2025 Added 3.83%
$61.5B
$17.2 Million 0.03% of portfolio
70,370
Q1 2025 Reduced 8.44%
$2.44B
$14.5 Million 0.03% of portfolio
495,988
Q1 2025 Reduced 1.38%
$13.2B
$14.6 Million 0.03% of portfolio
79,993
Q1 2025 Reduced 80.22%
$47.5B
$17 Million 0.03% of portfolio
495,880
Q1 2025 Added 0.14%
$43.1B
$16.2 Million 0.03% of portfolio
114,150
Q1 2025 Added 0.6%
$35.3B
$17.2 Million 0.03% of portfolio
564,569
Q1 2025 Added 20.86%
$51.8B
$13.2 Million 0.03% of portfolio
194,354
Q1 2025 Added 2.15%
$8.57B
$14.2 Million 0.03% of portfolio
333,236
Q1 2025 Added 1.72%
$26.7B
$17.3 Million 0.03% of portfolio
61,250
Q1 2025 Added 4.2%
$88.6B
$14.7 Million 0.03% of portfolio
61,726
Q1 2025 Added 32.25%
$9.65B
$16.4 Million 0.03% of portfolio
526,092
Q1 2025 Added 2.96%
$4.24B
$13 Million 0.03% of portfolio
101,515
Q1 2025 Added 2.33%
$121B
$15.2 Million 0.03% of portfolio
174,370
Q1 2025 Reduced 0.86%
$31.7B
$13 Million 0.03% of portfolio
221,976
Q1 2025 Reduced 1.78%
$45.9B
$12.7 Million 0.03% of portfolio
167,862
Q1 2025 Added 2.13%
$41.6B
$15.3 Million 0.03% of portfolio
309,575
Q1 2025 Added 23.18%
$11B
$16.7 Million 0.03% of portfolio
425,392
Q1 2025 Reduced 1.46%
$14.3B
$13 Million 0.03% of portfolio
59,500
Q1 2025 Added 4.26%
$24.3B
$13.7 Million 0.03% of portfolio
149,236
Q1 2025 Reduced 12.2%
$101B
$12.6 Million 0.03% of portfolio
112,887
Q1 2025 Reduced 3.49%
$58.2B
$15.7 Million 0.03% of portfolio
61,592
Q1 2025 Reduced 29.97%
$41.2B
$13.2 Million 0.03% of portfolio
51,053
Q1 2025 Reduced 1.32%
$10.2B
$16.5 Million 0.03% of portfolio
101,015
Q1 2025 Added 13.09%
$50B
$14 Million 0.03% of portfolio
336,031
Q1 2025 Added 5.4%
$132B
$15.7 Million 0.03% of portfolio
28,618
Q1 2025 Added 7.31%
$17.2B
$17.4 Million 0.03% of portfolio
177,242
Q1 2025 Added 0.15%
$89.7B
$13.8 Million 0.03% of portfolio
41,966
Q1 2025 Added 9.73%
$60.3B
$13.6 Million 0.03% of portfolio
331,468
Q1 2025 Added 3.62%
$180B
$17.4 Million 0.03% of portfolio
238,970
Q1 2025 Added 15.09%
$17.9B
$13.3 Million 0.03% of portfolio
36,135
Q1 2025 Added 6.93%
$42.5B
$15.5 Million 0.03% of portfolio
199,566
Q1 2025 Reduced 2.94%
$0
$16.3 Million 0.03% of portfolio
1,648,916
Q1 2025 Added 4.9%
$4.44B
$12 Million 0.02% of portfolio
263,487
Q1 2025 Added 3.65%
$52.4B
$8.41 Million 0.02% of portfolio
40,613
Q1 2025 Reduced 6.18%
$73.8B
$10.7 Million 0.02% of portfolio
26,927
Q1 2025 Added 2.49%
$14.5B
$11.3 Million 0.02% of portfolio
63,725
Q1 2025 Added 3.58%

Summary

  • Portfolio
  • No. of Stocks 2,973
  • Current Value $50 Billion
  • Prior Value $50.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 107 stocks
  • Additional Purchases 783 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 776 stocks
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